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Wilkes Martin

32 Years of Experience
Spartanburg, SC
1 DisclosureBroker

Wilkes Martin is a registered investment advisor, based in Spartanburg, SC, with 32 years of industry experience.

Location

291 S Pine Street, Spartanburg, SC, 29302

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History

Regulatory History (1)
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Customer Dispute
February 2010
Settled
Other Business Activities

Wilkes conducts advisory services through NewEdge Advisors, LLC, doing business as Sage Capital Wealth. He is an investment advisor representative and devotes full-time hours to this activity.

Employment History
Current Registrations
Newedge Securities, LLCBroker
June 2024 - Present · 1 yr 11 mos
Newedge Advisors
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - June 2024 · 11 yrs 4 mos
Raymond James & Associates, INC.Broker
February 2013 - June 2024 · 11 yrs 4 mos
Morgan Keegan & Company, INC.
February 2008 - February 2013 · 5 yrs
Morgan Keegan & Company, INC.Broker
February 2008 - February 2013 · 5 yrs
Citigroup Global Markets INC.
September 1994 - February 2008 · 13 yrs 5 mos
Citigroup Global Markets INC.Broker
August 1994 - February 2008 · 13 yrs 6 mos
Interstate/johnson Lane CorporationBroker
March 1994 - August 1994 · 5 mos
State Registrations16 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.